SimboVara Workflow Customization: Configure Website URLs for RAG (Answering Patient Questions) - Admin Panel

Purpose

Teach Copilot what to say by letting it read your public site and PDFs used by your practice to answer patient questions from that.

How it works

• Paste one or more URLs. Separate with new lines, spaces, or commas.

• Copilot crawls the sites recursively.

• Up to 200 URLs are stored in Copilot memory for answers.

• Supported formats: HTML pages and PDF files.

Steps

1. Go to Admin → Copilot Settings → Workflow Customizations.

2. In Website URL, paste links to your website and any relevant PDFs.

   • Example entries:

     • https://www.exampleclinic.com/

     • https://www.exampleclinic.com/patient-pre-visit-guidelines.pdf

     • https://www.exampleclinic.com/insurance.pdf

     • https://simbo.ai/SimboConnect_Features_v2p2.pdf

3. Click Save.

Examples of good content to include

• FAQs, patient instructions, new patient packets, insurance or self-pay related, providers, services provided, location specific details, clinic policies.

Tips and Good practices

• Use stable, public links. Avoid pages that require a login.

• Keep the list focused on patient-facing guidance to avoid mixed messages.

• Replace outdated PDFs rather than adding multiple versions.